Unclaimed
India Thomson is a registered representative with Citigroup Global Markets Inc., and holds the Series 7, Series 31, Series 63, and Series 65 licenses. India has been in the securities industry since 2015 and has prior experience with Meyers Associates, L.P. and Unicore Group Capital, LLC. India specializes in portfolio management for businesses and individuals, as well as providing financial planning, security ratings, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
DC
08/17/2021 - Present
Citigroup Global Markets Inc. (WASHINGTON DC)
NY
05/18/2015 - 11/05/2015
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
IA
Issued 11/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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